Customer Service Representative
Customer Service Representative
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About Us
At Finance of America we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our uniquerange of reverse mortgages allow homeowners 55 to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals we provide the financial flexibility they need to move forward with confidence.
Finance of America is guided by five values: We are customer obsessed they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.
Purpose of Role
Responsible for fostering positive relationships with borrowers over the phone while delivering exceptional service. Combines customer service expertise with a sales-driven mindset engages in both inbound and outbound calls assists with general inquiries and guides customers toward our sales team for tailored solutions.
Expectations
- Delivers an outstanding customer experience with a focus on satisfaction and relationship-building.
- Handles inbound and outbound calls for new and existing customers addressing inquiries and concerns professionally.
- Assesses customer needs and recommends suitable products and services to meet their goals.
- Facilitates warm handoffs to the sales team to ensure a seamless customer journey.
- Maintains an in-depth understanding of company products and services to address objections effectively.
- Accurately documents customer information and interactions in the system.
- Triages complex issues escalating to supervisors or other departments as needed.
- Stays adaptable to call scenarios outside standard scripts leveraging critical thinking skills.
- Performs other duties and responsibilities as assigned.
Reports To:
- Director Customer Service
Qualifications:
Qualifications-Education-Required
- High School Diploma
Qualifications - Experience/Skills/Competencies
- Minimum 1 year of experience in customer service or a call center environment. Sales experience preferred.
- Confident communicator with excellent verbal and written communication skills.
- Ability to handle objections and think critically in real-time.
- Strong multitasking prioritization and time management skills in a fast-paced setting.
- Thick-skinned and able to maintain a professional demeanor even during difficult conversations.
- Knowledge in Microsoft Office Suite (Word Excel PowerPoint Outlook preferred but not required).
- Quick learner with a high aptitude for adapting to new technologies and tools.
- Detail-oriented with a commitment to accuracy and thoroughness.
Compensation
For this position the range for base salary plus bonus is ($40000 - $50000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidates work location skills education and experience. In addition to those factors we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health dental vision life insurance paid time-off benefits flexible spending account 401(k) with employer match and ESPP.
Additional Information
The estimated fill date for this role is 8/18/25.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
Finance of America Reverse is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color sex (including pregnancy) sexual orientation religion creed age national origin physical or mental disability gender identity and/or expression marital status veteran status or other characteristics protected by law.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
